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iShares Core Conservative Allocation ETF
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Overview Fund Activity

93 hedge funds and large institutions have $240M invested in iShares Core Conservative Allocation ETF in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 35 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
-4
Holders Change %
-4.12%
% of All Funds
2.13%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
11
Increased
33
Reduced
35
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAG
Private Advisor Group
New Jersey
+$4.7M
2
DWM
Darwin Wealth Management
Florida
+$1.98M
3
Jane Street
Jane Street
New York
+$1.55M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$772K
5
TC
Trilogy Capital
California
+$594K

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$9.55M
2
CF
Centaurus Financial
California
-$5M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.33M
4
Morgan Stanley
Morgan Stanley
New York
-$1.4M
5
LPL Financial
LPL Financial
California
-$1,000K
Name Holding Trade Value Shares
Change 		Shares
Change %
VFP
51
Verus Financial Partners
Virginia
$349K +$40.9K +1,196 +13%
CA
52
Cetera Advisors
Colorado
$335K -$22.6K -660 -6%
CA
53
Calton & Associates
Florida
$325K -$22.2K -650 -6%
NWM
54
Northwest Wealth Management
Iowa
$321K -$11.7K -343 -4%
BSW
55
Buckingham Strategic Wealth
Missouri
$298K -$53.7K -1,570 -15%
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$296K +$99.8K +2,922 +51%
KA
57
Kovack Advisors
Florida
$286K +$1.98K +58 +0.7%
BAC
58
Boys Arnold & Co
North Carolina
$270K -$25.6K -750 -9%
ACP
59
Aveo Capital Partners
Colorado
$253K +$14.7K +444 +6%
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$234K -$2.33M -68,258 -91%
AWM
61
AE Wealth Management
Kansas
$215K +$215K +6,274 New
SC
62
Scotia Capital
Ontario, Canada
$206K +$206K +6,135 New
BAM
63
Belpointe Asset Management
Nevada
$189K +$189K +5,529 New
IA
64
IFP Advisors
Florida
$172K -$6.83K -200 -4%
BBA
65
Braun-Bostich & Associates
Pennsylvania
$117K -$6.97K -204 -6%
APA
66
American Portfolios Advisors
New York
$99.2K +$43.2K +1,263 +77%
RCA
67
Rowland Carmichael Advisors
Arizona
$99K – – –
RCG
68
Ruggie Capital Group
Florida
$95K -$115K -3,372 -55%
PCFFS
69
Pacific Center for Financial Services
California
$88K – – –
ACS
70
Archford Capital Strategies
Illinois
$64K – – –
Fifth Third Bancorp
71
Fifth Third Bancorp
Ohio
$56K – – –
MWPCG
72
Measured Wealth Private Client Group
New Hampshire
$55K +$55K +1,600 New
IF
73
Ironwood Financial
Arizona
$48K -$1.09K -32 -2%
SWP
74
Stratos Wealth Partners
Ohio
$45K +$45K +1,313 New
Citigroup
75
Citigroup
New York
$37K – – –
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3
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